Medicare Set-Aside Allocations for Medical Malpractice Cases

Reviewed by KW Life Care Planning Editorial Team

Medicare Set-Aside applied to medical malpractice litigation: methodology, deliverables, and case-specific considerations.

How Medicare Set-Aside Allocations applies to Medical Malpractice

Care categories depend on the injury: delayed-diagnosis cases may involve oncology follow-up, surgery, and palliative care; surgical and anesthesia injury may involve neurological rehabilitation, wound care, ostomy supplies, or chronic pain management; medication and hospital-acquired injury may involve dialysis, organ transplant follow-up, or long-term nursing. The plan is organized by the same categories as any life care plan, with each item flagged as incremental or baseline.

Typical deliverables

A written expert report, supporting data appendices, and, when retained, deposition and trial testimony.

Frequently Asked Questions

How does the plan separate incremental care from baseline care?

The planner documents what care the patient would have needed for the underlying condition absent the breach, based on physician opinion and the medical record, then lists separately the care made necessary by the injury. Items that fall in both are identified so counsel can address apportionment.

Who provides the causation opinion the plan relies on?

Treating physicians and any retained standard-of-care and causation experts. The life care planner does not opine on causation; the plan states which physician recommendations support each care item.

Can the same planner prepare a rebuttal to the opposing life care plan?

Yes. Rebuttal review examines the opposing plan's clinical foundation, frequencies, durations, cost sources, and treatment of baseline care, and identifies where it departs from the record or from accepted life care planning methodology.

How are pre-existing conditions handled?

They define the baseline. The plan projects how the pre-existing condition would have progressed and what care it would have required, then limits the claimed items to the additional care caused by the injury.

References

  1. Agency for Healthcare Research and Quality
  2. CMS Physician Fee Schedule

Ready to Get Started on Medicare Set-Aside for medical malpractice cases?

Contact our team to discuss how KW Life Care Planning can support your case with certified life care planning expertise. Request a Consultation or call (201) 343-0700.